Portside Wealth Group, LLC
Portside Wealth Group, LLC (CRD# 325175) is a financial advisory firm headquartered in Provo, UT. They manage $884,770,030 in 10,048 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management885MILLION
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Scott Stephan (CRD# 2382286) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 30 years of experience in the finance industry.
Eric Stuart (CRD# 4181308) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 23 years of experience in the finance industry.
Rodney Walker (CRD# 4011607) is an Investment Advisor Representative working at Portside Wealth Group, LLC in South Jordan, UT and has over 23 years of experience in the finance industry.
Jeffrey Wangsgard (CRD# 4464908) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.
Ryan Bass (CRD# 7430622) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
Bret Bryce (CRD# 7180950) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 4 years of experience in the finance industry.
Brent Christensen (CRD# 6147195) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Orem, UT and has over 11 years of experience in the finance industry.
Isaac Huether (CRD# 6466508) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 8 years of experience in the finance industry.
Richard Hurst (CRD# 2225575) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Meridian, ID and has over 32 years of experience in the finance industry.
Mark McKell (CRD# 4491916) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.